Opportunities at Craft portfolio companies


Senior Account Executive



Sales & Business Development
United States · Remote
Posted on Tuesday, July 2, 2024

Koyfin is a leading financial data and analytics platform providing Advisors and RIAs with comprehensive market insights and portfolio analytics. Our mission is to empower our users with intuitive tools and market data to make informed investment decisions. At Koyfin, innovation, user experience, and design are at the heart of everything we do. We are looking for a Senior Account Executive to join our dynamic team and help us continue to revolutionize the Financial Advisor and Wealth Management industry.

As a Senior Account Executive at Koyfin, you will directly collaborate with the founder/CEO and senior leaders to drive our sales strategy and ensure the company's growth. Your role involves leading the entire sales process, from sourcing leads to closing deals, and contributing to product development with valuable customer insights. Embracing Koyfin's remote work culture, this role offers the flexibility to work from home or a local coworking space.


  • Lead the Sales Process: Manage the full sales cycle, including outreach, product demos, and customer relationship management. Focus on driving enterprise deals from sourcing to closure, specifically targeting SMB accounts with $10k - $100 deal size.
  • Product Demos: Conduct compelling product demos on Zoom calls, showcasing the value and functionality of Koyfin to prospective clients.
  • Collaborate with Leadership: Work closely with the founder/CEO and senior leaders to evolve the sales playbook, establish an outbound sales process, and refine the ICP.
  • Achieve Sales Targets: Meet or exceed revenue goals, contributing to the company's growth and profitability.
  • Implement and Manage Sales Tools: Utilize CRM software and other sales technologies to optimize the sales process.
  • Represent Koyfin at Industry Events: Attend conferences 3-4 times per year to promote the platform and generate leads.
  • Contribute to Product Development: Gather and communicate customer feedback to cross-functional teams, including product management and engineering, to provide insights and help define product requirements for improving Koyfin's products and services.


  • 3-6 years in sales, preferably in the SaaS or wealth management industry, with a track record of exceeding quotas.
  • Strong experience managing the full sales cycle, from lead generation to closing deals.
  • Proactive, independent, and capable of moving projects forward by themselves.
  • Expertise in CRM software and sales technologies.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively with cross-functional teams.
  • Strong analytical and problem-solving skills.
  • Ability to attend industry events and travel as required.
  • A passion for investing and the ability to convey Koyfin's value proposition effectively.

Why Join Koyfin

  • Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products with significant updates 1-2 times per month.
  • Industry-Leading Product: Join a company with an industry-leading product that is disrupting the financial analytics space through a product-led growth sales motion.
  • Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less.
  • Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.
  • Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.

How to Apply

If you are passionate about sales and want to make a significant impact in the financial technology space, we would love to hear from you. Please apply via the link below. Candidates that fill out this google form will get priority consideration.

Koyfin is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Careers FAQ

  • Can I work remotely?

    Yes, you can work from anywhere.

  • Do you have an office?

    We are a remote-first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.

  • What is your recruitment process?

    The hiring process can depend on the specific role, team, and level. Our recruiter will be happy to provide all the details of the recruitment process for the position you are applying for.

  • How should I prepare for the recruitment process?

    We recommend creating an account and using Koyfin to become familiar with our product. Additionally, you can learn more about Koyfin through our website, YouTube channel, and Twitter. As you prepare for the interview, consider specific examples from your past experience that demonstrate your impact on projects and team performance. Don’t hesitate to contact our recruitment specialist if you have questions about how to prepare for this step. Thorough preparation for your interview is crucial, and we encourage you to ask any questions you may have during the interview.

    It’s important that Koyfin is a good fit for you and you are a good fit for Koyfin. We highly encourage you to review our values and reflect on how they align with your values and personality.

  • Should I have previous experience in FinTech or Investments?

    We value an extra interest or experience in FinTech/Investments. However, this is not a requirement.

  • Do you provide benefits?

    Yes, we offer full benefits in the US. In other regions, the benefits depend on your location. Check out the benefits section on the Careers page.

  • Do you offer a 401k?

    Yes, we offer 401(k) contributions and company matching.

  • What is the culture like in Koyfin?

    Koyfin is a small, scrappy startup with a big impact. We value swift and effective action. Below is a list of our values, which are crucial to us, and we aim to reflect them in everyone at Koyfin:

    1. Customer First
    2. Humility & Respect
    3. Teamwork
    4. Continuous Improvement
    5. GSD